Kevin Donovan, CPA, EA, MSPA, ACA

vCard | kdonovan@pinnacle-plan.com

KevinKevin Donovan Donovan is the managing member and founder of Pinnacle Plan Design where he specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.

Areas of Specialty

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • Combination Plans

Certifications/Designations

  • Certified Public Accountant (CPA)
  • Enrolled Actuary (EA)
  • Member, Society of Pension Actuaries (MSPA)
  • Associate, Conference of Consulting Actuaries (ACA)

Education

  • Syracuse University, Bachelor of Science in Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Arizona Society of Certified Public Accountants (ASCPA)
  • American Society of Pension Professionals and Actuaries (ASPPA)
  • College of Pension Actuaries
  • Conference of Consulting Actuaries (CCA)
  • National Institute of Pension Administrators (NIPA)
  • Tucson ERISA Study Group

Publications

Published in a number of industry publications including:

  • Journal of Pension Benefits
  • Journal of Taxation of Employee Benefits
  • The Benefit Law Journal
  • The ASPPA Journal
  • AICPA publication, “Adviser’s Guide to Retirement Plans for Small Businesses”
  • Plan Consultant Magazine

Get to Know Kevin

Father of three adult children. Die-hard New York Giants and Yankee fan. Lover of the Grateful Dead and other improvisational music.

Speaking Engagements

2015:

January 2015:

2014:

February 2014

March 2014

  • March’s Featured Speaker for FPA – Tucson, AZ
    • Organization Name: Financial Planning Association of Southern Arizona

April 2014

May 2014

  • GROW! Session for Advisors – Tucson, AZ
    • Organization Name: Pinnacle Plan Design
  • Private Event: In-house Training for TPA Client – Huntington Beach, CA
  • GROW! Session for Advisors – Orange County, CA
    • Organization Name: Pinnacle Plan Design and Benefit Associates, Inc.

June 2014

  • Advanced Actuarial Conference –  Las Vegas, NV
    • Organization Name: ASPPA College of Pension Actuaries (ACOPA)
  • Private Event: In-house Training for Financial Advisors – Boulder, CO
  • Private Event: In-house Training for CPA Firm – Denver, CO
  • Private Events: Two In-house Trainings for Financial Advisors – Denver, CO
  • GROW! Session for Advisors – Denver, CO
    • Organization Name: Pinnacle Plan Design
  • June’s Featured Speaker for FPA – Phoenix, AZ
    • Organization Name: Financial Planning Association of Greater Phoenix

July 2014

  • GROW! Session for Advisors – Syracuse, NY
    • Organization Name: Pinnacle Plan Design and The Scolaro Law Firm
  • GROW! Session for Advisors – Rochester, NY
    • Organization Name: Pinnacle Plan Design and Rimkus, Marciano & Associates
  • GROW! Session for Advisors – Buffalo, NY
    • Organization Name: Pinnacle Plan Design and Rimkus, Marciano & Associates
  • Western Benefits Conference -  Las Vegas, NV
    • Organization Name: ASPPA College of Pension Actuaries (ACOPA)

August 2014

  • Actuarial Symposium – Chicago, IL
    • Organization Name: ASPPA College of Pension Actuaries (ACOPA)

September 2014

October 2014

November 2014

  • GROW! Session for Advisors – San Diego, CA
    • Organization Name: Pinnacle Plan Design
  • GROW! Session for Advisors – Houston, TX
    • Organization Name: Pinnacle Plan Design
  • GROW! Session for Advisors – San Antonio, TX
    • Organization Name: Pinnacle Plan Design and InWest Retirement Solutions
  • ASPPA Benefits Council of Central Texas – Austin, TX
    • Organization Name: American Society of Pension Professionals & Actuaries (ASPPA)
  • GROW! Session for Advisors – Scottsdale, AZ
    • Organization Name: Pinnacle Plan Design

2013:

January 2013

  • Los Angeles Benefits Conference – Los Angeles, CA
    • Co-Sponsored by: American Society of Pension Professionals & Actuaries (ASPPA), IRS, National Institute of Pension Administrators (NIPA), and Western Pension Benefits Conference

February 2013

April 2013

May 2013

June 2013

July 2013

August 2013

  • Actuarial Symposium – Chicago, IL
    • Organization Name: ASPPA College of Pension Actuaries (ACOPA)

September 2013

October 2013

  • ASPPA Annual Conference – National Harbor, MD
    • Organization Name: American Society of Pension Professionals & Actuaries (ASPPA)

November 2013

  • Private Event: In-house Training for TPA Client – Rochester, NY

December 2013

  • ASPPA Webcast on Advanced Cash Balance Topics – Dec. 17 2:00-3:40 PM EST
    • Organization Name: American Society of Pension Professionals & Actuaries (ASPPA)

2012:

February 2012

  • Los Angeles Benefits Conference – Los Angeles, CA
    • Co-Sponsored by: American Society of Pension Professionals & Actuaries (ASPPA), IRS, National Institute of Pension Administrators (NIPA), and Western Pension Benefits Conference
    • Presentation:  “Update on Cash Balance Plans”
    • Presentation:   “Pension Deduction Issues”
  • 2012 Non-Discrimination Testing Symposium & Cash Balance Plan Issues –  Huntington Beach, CA
    • Sponsored by: Larry Deutsch Enterprises and Penguin Consulting & Design
    • Presentation:  “2012 Non-Discrimination Testing Symposium & Cash Balance Plan Issues”

March 2012

April 2012

May 2012

  • ASPPA Mid-Atlantic Benefits Conference – Philadelphia, PA
    • Organization Name: American Society of Pension Professionals & Actuaries (ASPPA)
    • Presentation:   “Compensation Definitions”

June 2012

  • Advanced Actuarial Conference – Boston, MA
    • Organization Name: ASPPA College of Pension Actuaries (ACOPA)
    • Presentation: “Pension Deduction Issues”
    • Presentation: “Cash Balance Design Issues”

June 2012

July 2012

October 2012

2011:

February 2011

  • 2011 Non-Discrimination Testing Symposium & Cash Balance Plan Issues – Memphis, TN
    • Organization Name:  Larry Deutsch Enterprises and Penguin Consulting & Design
    • Presentation:  “2011 Non-Discrimination Testing Symposium & Cash Balance Plan Issues”

March 2011

April 2011

  • Southern Arizona Estate Planning Council Update Meeting Tucson, AZ
    • Organization Name: Southern Arizona Estate Planning Council
    • Presentation: “ Tax Advantaged Retirement Plan Strategies for Small Businesses”

May 2011

June 2011

  • Advanced Actuarial Conference – San Francisco, CA
    • Organization Name: ASPPA College of Pension Actuaries (ACOPA)
    • Presentation:  “Impact of Hybrid Plan Regs”
    • Presentation:  “The Defined Benefit Plan Document Restatement Audience”

July 2011

August 2011

  • Actuarial Symposium – Boston, MA
    • Organization Name: ASPPA College of Pension Actuaries (ACOPA)
    • Presentation:  Brave New World – Plan Design

September 2011

October 2011

  • American Society of Pension Professionals & Actuaries (ASPPA) Annual Conference – National Harbor, MD
    • Organization Name: American Society of Pension Professionals & Actuaries (ASPPA)
    • Presentation: “How PPA Affects DB Plan Amendments – DB Plan Docs”
    • Presentation: “Impact of Hybrid Plan Regulations”
    • Presentation: “Non-Discrimination Testing with DB/DC Plans”
    • Presentation: “Pension Surplus Alternatives”

Contact Kevin Donovan

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), Houston, Texas (TX), Denver, Colorado (CO), and San Francisco, California (CA), and we proudly serve clients nationwide.

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